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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.870 | 2.240 | 0.370 |
Stocks | 98.100 | 98.100 | 0.000 |
Bonds | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.918 | 19.980 |
Price to Book | 3.163 | 3.696 |
Price to Sales | 3.434 | 2.456 |
Price to Cash Flow | 15.816 | 13.651 |
Dividend Yield | 1.577 | 1.590 |
5 Years Earnings Growth | 14.093 | 11.669 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.550 | 28.025 |
Financial Services | 18.150 | 14.031 |
Consumer Cyclical | 13.450 | 10.610 |
Healthcare | 10.300 | 13.525 |
Communication Services | 7.330 | 8.601 |
Real Estate | 6.190 | 2.418 |
Energy | 6.120 | 4.198 |
Industrials | 4.850 | 8.915 |
Consumer Defensive | 4.390 | 5.930 |
Utilities | 2.050 | 2.439 |
Basic Materials | 1.630 | 3.022 |
Number of long holdings: 75
Number of short holdings: 29
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.53 | 430.32 | +0.04% | |
Amazon.com | US0231351067 | 6.00 | 182.15 | +0.77% | |
NVIDIA | US67066G1040 | 5.35 | 1,139.01 | +6.98% | |
Meta Platforms | US30303M1027 | 4.55 | 479.92 | +0.36% | |
EOG Resources | US26875P1012 | 3.26 | 125.85 | +2.09% | |
Capital One Financial | US14040H1059 | 2.91 | 136.57 | -0.76% | |
Loews | US5404241086 | 2.90 | 74.00 | -1.00% | |
Berkshire Hathaway B | US0846707026 | 2.89 | 404.22 | -0.78% | |
Mastercard | US57636Q1040 | 2.74 | 445.08 | -1.35% | |
Kinder Morgan | US49456B1017 | 2.74 | 19.08 | +0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Global Income A Div EUR | 16.69B | 0.25 | -1.79 | 1.78 | ||
LU0740858492 | 16.69B | 0.13 | -2.14 | 1.42 | ||
JPM Global Income Fund A Mth EUR | 16.69B | 0.25 | -1.80 | - | ||
JPMorgan Global Income D div EUR | 16.69B | 0.13 | -2.14 | 1.43 | ||
JPM Global Income A acc EUR | 16.69B | 0.25 | -1.80 | 1.78 |
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